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Can't regenerate payroll reports that are built when payroll is being run

Forum|Forum|5 years ago
June 11, 2021
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When I used to use IOP for payroll after downloading and saving paystubs the next step was the ability to export a suite of 5 payroll reports into one worksheet to be saved. The format was not excel so it needed to be saved as such. If for some reason something disrupted or I closed out by accident I could still go back into the reports area in IOP and generate reports that looked exactly like the ones that were generated had I not closed out. Now that IOP is gone and I'm using Quickbooks Online Payroll Premium I made this same mistake the first payroll I ran. I tried to use the reports in the system but they didn't look the same. I contacted your help desk to get assistance and there was no resolve so I had to do the best I could to recreate the reports and make a worksheet that looked as close as I could.

With this in mind I make sure to close the proper tab so it automatically moves on to the report suite so I can export. However, this payroll run, the system chose to screen pop a window asking me if I would recommend Quickbooks to anyone and when I closed that screen it then took me to a screenpop asking me if I wanted to opt to use your service to create payroll which I don't. Why would you choose to pop these windows in the middle of such a sensitive task as running payroll? Because of all of this it again bypassed the suite of reports and I had to create my own worksheet with the 5 inadequately formatted reports.

Is there some other way I go back and generate that one worksheet that includes the 5 reports? If I can't do that then why can't I at least create reports that mirror what would have happened had I been given the ability to do the export? If I'm remembering correctly the export is in XML and I have to save as an excel workbook.

If you can't tell me how to get back to that export can you please explain how I can recreate that and have it look exactly the same as if I had exported it?

Thank You

QuickBooks Online Payroll

Best answer by LieraMarie_A

Hi there, @Lisa2112. I want to make sure you'll get your desired payroll reports in QuickBooks Online (QBO).

Before finishing a payroll run, you have the option to view payroll reports. It includes the following:

Employer Reports:

Total Cost
Tax Payments

Employee Reports:

Payroll Summary
Payroll Details
Deductions

I've attached a screenshot for your reference.

By clicking Export to Excel, you'll be able to generate a workbook containing these five reports. Let me include the steps to make sure you can export them on your next payroll run.

Here's how:

Go to the Payroll menu, then select Run payroll.
Select a pay schedule, then Continue.
Select the employees you want to pay.
Verify if you have selected the correct bank account, pay period, and pay date. You can also modify them as needed.
Change employee's pay method as needed.
Enter hours worked if applicable.
Select Preview Payroll.
To edit or preview a specific check, select the Edit icon next to the check's net pay, then select OK when done.
When you're ready, select Submit payroll.

Proceed to these instructions to export your payroll reports:

Select View payroll reports.
Click Export to Excel.
Click OK once done.
Then Finish payroll.

Since you missed printing these reports from your previous payroll, I'd suggest running and exporting these reports individually:

Total Payroll Cost
Payroll Tax Payments
Payroll Details
Payroll Summary
Payroll Deductions/Contributions

You can read through these articles to see all the available payroll reports in QBO and how to export them:

Visit me here again in the Community should you need further assistance with running reports. I'm always here to help.

AlcaeusF

Thanks for reaching out to the Community, @Lisa2112.

To start, if you're referring to the in-product pop-ups, these are designed to optimize your QuickBooks experience. You can enable the pop-up windows in QuickBooks Online (QBO), so this won't affect your navigation.

Here's how to do it:

Open Google Chrome.
Copy and paste chrome://settings/content/popups into the address bar, and then press the Enter key.
Navigate to the Allow section, then select Add.
Copy and paste [*.]qbo.intuit.com in the Add a site field, then click Add.

As per the reports, QuickBooks Online Payroll (QBOP) doesn't have the option to generate a worksheet that includes 5 reports just like the Intuit Online Payroll (IOP).

I can see how having this option would be helpful for you, and I'll take note of this. Our Product Engineers are always looking for ideas to consider on how to improve QuickBooks. In the meantime, I recommend visiting our Blog site. This is where we share recent happenings and future developments, such as updates to newly added features.

Here's the link: https://quickbooks.intuit.com/blog/.

I'm also adding this article that provides detailed instructions on what to do each time you run payroll after migrating from IOP to QBOP: Setup export of IOP data to QuickBooks Online (QBO).

Feel free to post again or leave a comment below if you have any additional concerns. I'm more than willing to help. Have a good one!

L

Lisa2112Author

Thank you for the response but perhaps my initial post was too lengthy and the question got lost.

When I run payroll in QBO after approving the payroll I have the option to print paystubs. I do this and save the file. I then close that tab and it gives me the option to export a workbook that has 5 reports. These are Payroll Details, Tax Payments, Total Cost, Payroll Summary, and Deductions and Contributions. I have run three payrolls since I moved into QBO from IOP. In the first one I closed the tab improperly after saving the paystub file so it never offered to allow me to do the report export. I made a note to make sure not to do that the next payroll run and I succeeded. After closing just the paystub tab it then gave me the option to export the XML that created the workbook containing these 5 reports. I'm sure it would have done the same had I not received the screenpops that I did when I ran payroll this 3rd time.

So, if I somehow am unable to make that selection why can't I go back to regenerate the workbook? Or, at the very least, why can't I get reports that mirror what those look like. I spent time with a support person and the best answer I was given was it was a program limitation.

You're stating this can't be done but I'll also take a snip of it the next time I run payroll. If there's no way to get back to rerun that and I have to run the closest reports I can then that's the answer. I'm just not sure why you're stating this export can't even be done when I've done it in QBO when running payroll.

LieraMarie_AAnswer